Provenance Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7K | Hold |
1,212
| – | – | 0.01% | 172 |
|
|
2025
Q1 | $86.8K | Hold |
1,212
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $75.5K | Hold |
1,212
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $87.1K | Buy |
1,212
+152
| +14% | +$10.9K | 0.01% | 201 |
|
|
2024
Q2 | $67.5K | Sell |
1,060
-152
| -13% | -$9.68K | 0.01% | 199 |
|
|
2024
Q1 | $74.2K | Buy |
1,212
+152
| +14% | +$9.3K | 0.01% | 202 |
|
|
2023
Q4 | $62.5K | Buy |
1,060
+100
| +10% | +$5.89K | 0.01% | 193 |
|
|
2023
Q3 | $53.7K | Buy |
+960
| New | +$53.7K | 0.01% | 173 |
|